Financial Analyst - Pennington

Only for registered members Pennington, United States

1 month ago

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Job summary:

The financial analyst will be a part of our Cost Basis Team.

This team handles branch inquiries and update requests received from clients to Front Line Units submitted via New Service Gateway and email in regard to updates and research of cost basis reflecting in our Global Tax Lots system.

Additionally,

Responsibilities:

  • Processes routine/standard transactions according to established procedures
  • Provides quality service
  • May provide advice

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